ETF comparison
NEAR vs SHY
US Aggregate Bond vs US Treasury (Short).
iShares Short Duration Bond Active ETF · iShares 1-3 Year Treasury Bond ETF
Holdings overlap
9 positions appear in both funds. Buying equal dollars of NEAR and SHY would leave roughly 7.0% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SHY is 10 bps cheaper than NEAR. On a $100,000 position that's about $100/yr more in fees for NEAR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with NEAR vs SHY.
Top shared holdings
9 shared in total| # | Holding | In NEAR | In SHY | Overlap |
|---|---|---|---|---|
| 1 | United States Treasury | 3.73% | 1.59% | 1.59% |
| 2 | United States Treasury | 1.60% | 1.02% | 1.02% |
| 3 | United States Treasury | 1.47% | 1.00% | 1.00% |
| 4 | United States Treasury | 4.25% | 0.97% | 0.97% |
| 5 | United States Treasury | 0.78% | 1.25% | 0.78% |
| 6 | United States Treasury | 14.14% | 0.58% | 0.58% |
| 7 | United States Treasury | 0.43% | 0.89% | 0.43% |
| 8 | United States Treasury | 0.35% | 0.66% | 0.35% |
| 9 | United States Treasury | 0.27% | 1.16% | 0.27% |
Only in NEAR
1,572 total- United States Treasury 3.20%
- BlackRock Funds III 2.74%
- United States Treasury 1.04%
- CITIGROUP INC 0.48%
- APPLOVIN CORP 0.47%
- PACIFIC GAS & ELECTRIC 0.45%
- JPMORGAN CHASE & CO 0.41%
- Wells Fargo Commercial Mortgage Trust 0.37%
- EQT CORP 0.36%
- AMAZON.COM INC 0.33%
Only in SHY
81 total- United States of America 2.20%
- United States of America 1.95%
- United States of America 1.83%
- United States of America 1.71%
- United States of America 1.62%
- United States of America 1.59%
- United States of America 1.55%
- United States of America 1.53%
- United States of America 1.47%
- United States of America 1.44%
Open NEAR or SHY at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.